Ameritas Advisory Services’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.7M | Buy |
42,536
+21,518
| +102% | +$2.38M | 0.24% | 84 |
|
|
2025
Q1 | $2.32M | Buy |
21,018
+4,793
| +30% | +$529K | 0.09% | 204 |
|
|
2024
Q4 | $1.79M | Sell |
16,225
-3,156
| -16% | -$348K | 0.06% | 284 |
|
|
2024
Q3 | $2.14M | Buy |
19,381
+14,618
| +307% | +$1.62M | 0.09% | 214 |
|
|
2024
Q2 | $526K | Sell |
4,763
-1,574
| -25% | -$174K | 0.02% | 571 |
|
|
2024
Q1 | $700K | Sell |
6,337
-15,930
| -72% | -$1.76M | 0.03% | 468 |
|
|
2023
Q4 | $2.45M | Sell |
22,267
-14,708
| -40% | -$1.62M | 0.14% | 147 |
|
|
2023
Q3 | $4.08M | Buy |
+36,975
| New | +$4.08M | 0.2% | 102 |
|
|
2023
Q2 | – | Sell |
-4,730
| Closed | -$522K | – | 2196 |
|
|
2023
Q1 | $522K | Buy |
4,730
+2,712
| +134% | +$299K | 0.03% | 469 |
|
|
2022
Q4 | $222K | Sell |
2,018
-902
| -31% | -$99.1K | 0.01% | 794 |
|
|
2022
Q3 | $321K | Buy |
2,920
+742
| +34% | +$81.6K | 0.02% | 563 |
|
|
2022
Q2 | $240K | Sell |
2,178
-1,209
| -36% | -$133K | 0.01% | 695 |
|
|
2022
Q1 | $373K | Buy |
+3,387
| New | +$373K | 0.01% | 585 |
|